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Kerrisdale Capital Management

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Sourcefire: Short-Lived Upsells Have Masked Decelerating Growth And Decline Of IPS
on Mon, Apr 29 • CHKP, CSCO, FTNT • 7 Comments
EZchip: Bullish Case Continues To Myopically Overlook Competitor Comments, Production Delays, And Stock-Based Compensation Expense
on Mon, Mar 25 • BRCM, EZCH • 16 Comments
EZchip: Customer Concentration And Uneven Revenue Stream Have Forced Risky Shift To The Data Center
on Wed, Mar 13 • ADNC, MRVL, BRCM • 16 Comments
EZchip: Immediate Competitive Threats, Customer Defections And An Unsustainable Valuation
on Mon, Mar 11 • BRCM, INTC, LSI • 13 Comments
Amerco: Move And Store Your Cash In This Stock
on Fri, Feb 15 • CAR, HTZ, PAG • 40 Comments
ServiceNow: Beating Revenues By $4m Does Not Negate Overvaluation Concerns
on Thu, Jan 31 • BMC, NOW • 11 Comments
Mellanox: Growth Has Vanished, Trust Is Lost, And Premium Multiple Should Soon Evaporate
on Fri, Jan 25 • BRCD, BRCM, ELX • 15 Comments
Bazaarvoice: Dramatically Cheap Relative To SaaS Enterprise Comparables
on Wed, Jan 16 • CRM, NOW, ORCL • 28 Comments
ServiceNow: Disaffected Customers Mark The Peak Of Its Hype Cycle
on Wed, Jan 9 • BV, PANW, SPLK • 10 Comments
ServiceNow: Insiders Dumping Shares Indicates Overvaluation
on Tue, Dec 4, 2012 • CRM, RP, NOW • 12 Comments
ServiceNow: Decelerating Growth, Limited Market Size Point To Large Downside
on Thu, Nov 15, 2012 • BMC, CA, IBM • 29 Comments
ParkerVision: 20-Year Track Record Of Value Destruction
on Mon, Oct 15, 2012 • QCOM, PRKR • 14 Comments
Mellanox: End Of Romley Upgrade Signals Steep Downside
on Mon, Sep 10, 2012 • IBM, INTC, BCOM • 29 Comments
China Medical: Bondholders File For Bankruptcy
on Tue, Jun 26, 2012 • CMEDQ.OB • 8 Comments
China Medical Likely Headed For Bankruptcy
on Thu, May 31, 2012 • CMEDQ.OB • 46 Comments
BroadVision: Challenges Loom Ahead
on Wed, Apr 25, 2012 • CRM, JIVE, BVSN • 24 Comments
China Medical Technologies: Notion Of Takeout Is Absurd
on Tue, Apr 10, 2012 • CMEDQ.OB • 32 Comments
China Medical Technologies: Does Missed Coupon Mean Company Will Go Dark?
on Thu, Feb 2, 2012 • CMEDQ.OB • 25 Comments
ChinaCast: Chinese Filings Reveal Serious Red Flags
on Tue, Nov 29, 2011 • CAST • 34 Comments
Bank Of Internet: Still Growing Nicely At A Cheap Valuation
on Tue, Nov 22, 2011 • BOFI, C, BAC • 9 Comments
Lihua International: We Do Not View China 360 as a Disinterested Third Party
on Mon, Aug 15, 2011 • CEAI.PK, ABAT.PK, YUII.PK • 13 Comments
Lihua International: We Think Undisclosed Related Party Transactions Occurred
on Thu, Aug 4, 2011 • ONP, GURE, CCME.OB • 34 Comments
Gulf Resources: Third Party Report Casts Doubt on Production Claims
on Tue, Jul 26, 2011 • GURE, BX, CS • 85 Comments
MI Developments: The Menace of the Super-Voting Shareholder
on Sun, May 29, 2011 • GRP • 1 Comment
Gulf Resources: Financial Claims Are Beyond Reason
on Thu, May 19, 2011 • GURE • 98 Comments
The Real Reason Behind Abercrombie's Reincorporation in Ohio
on Wed, Jan 19, 2011 • ANF • Comment!
Aeropostale's Valuation Seems Too Cheap
on Tue, Jan 4, 2011 • ARO • 25 Comments
Why the Odds Favor TARP Bank Investors
on Wed, Jul 14, 2010 • FSGI, IBCP, MCBI • 1 Comment
Just One Stock: A Payday Lender With Growth Potential to Match the Risks
on Fri, Jun 25, 2010 • CSAHF.PK, CSFS • 23 Comments
Taking National Presto Apart
on Sun, Jun 6, 2010 • NPK • 7 Comments
The Disconcerting Truth About Fannie and Freddie Default Rates
on Mon, May 10, 2010 • FMCC.OB, FNMA.OB • 17 Comments
MTN Group: Growth Should Continue
on Tue, Jan 26, 2010 • MTNOY.PK • Comment!